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Operating Income by Segment
Reveals profitability across different business units, highlighting which segments drive earnings and where the company might need to improve efficiency or adjust strategy.Applied Digital's Datacenter Hosting segment shows volatile performance, with recent declines after a mid-2024 peak. Meanwhile, Cloud Services has improved, reaching break-even in mid-2025, indicating potential stabilization. The earnings call reveals ambitious expansion plans with CoreWeave and new campus developments, driving revenue growth but also increasing expenses and net losses. While the company secures significant financing, challenges like delayed project financing and increased SG&A expenses pose risks. The focus on AI infrastructure demand suggests strategic positioning, but operational hurdles remain.
Date | Corporate & Other | Datacenter Hosting | Cloud Services | HPC Hosting |
|---|---|---|---|---|
Feb 28, 2026 | -$117.09M | $13.86M | $0.00 | $17.57M |
Nov 30, 2025 | -$44.32M | $15.96M | $0.00 | -$2.60M |
Aug 31, 2025 | -$26.31M | $6.04M | $0.00 | -$2.02M |
May 31, 2025 | -$24.36M | $6.75M | $0.00 | -$3.08M |
Feb 28, 2025 | -$17.19M | $8.78M | -$10.31M | -$222.00K |
Nov 30, 2024 | -$19.52M | $12.55M | -$5.81M | -$5.84M |
Aug 31, 2024 | -$7.61M | $35.85M | -$15.81M | -$2.94M |
May 31, 2024 | -$10.11M | $9.26M | -$25.09M | -$1.71M |
Feb 29, 2024 | -$8.37M | -$24.44M | -$21.57M | -$1.45M |
Nov 30, 2023 | -$6.39M | $10.85M | -$11.72M | -$908.00K |